Convergence Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.05M | Buy |
32,218
+31,122
| +2,840% | +$5.47M | 0.48% | 74 |
|
|
2026
Q1 | $205K | Sell |
1,096
-8,750
| -89% | -$1.81M | 0.03% | 232 |
|
|
2025
Q4 | $2.61M | Buy |
9,846
+8,625
| +706% | +$2.14M | 0.52% | 52 |
|
|
2025
Q3 | $289K | Sell |
1,221
-2
| -0.2% | -$504 | 0.07% | 223 |
|
|
2025
Q2 | $334K | Sell |
1,223
-69
| -5% | -$18.4K | 0.08% | 202 |
|
|
2025
Q1 | $347K | Sell |
1,292
-319
| -20% | -$99.2K | 0.1% | 205 |
|
|
2024
Q4 | $539K | Sell |
1,611
-11
| -0.7% | -$3.51K | 0.12% | 184 |
|
|
2024
Q3 | $444K | Sell |
1,622
-45
| -3% | -$11.5K | 0.12% | 180 |
|
|
2024
Q2 | $429K | Sell |
1,667
-2,891
| -63% | -$774K | 0.13% | 187 |
|
|
2024
Q1 | $1.37M | Buy |
4,558
+1,266
| +38% | +$365K | 0.53% | 63 |
|
|
2023
Q4 | $866K | Buy |
3,292
+193
| +6% | +$43.7K | 0.45% | 78 |
|
|
2023
Q3 | $628K | Buy |
3,099
+69
| +2% | +$14.9K | 0.37% | 83 |
|
|
2023
Q2 | $640K | Buy |
3,030
+1,313
| +76% | +$268K | 0.37% | 84 |
|
|
2023
Q1 | $343K | Buy |
+1,717
| New | +$290K | 0.2% | 110 |
|
|
2022
Q4 | – | Sell |
-1,659
| Closed | -$239K | – | 219 |
|
|
2022
Q3 | $239K | Buy |
1,659
+188
| +13% | +$31.9K | 0.16% | 132 |
|
|
2022
Q2 | $243K | Sell |
1,471
-61
| -4% | -$10.8K | 0.15% | 143 |
|
|
2022
Q1 | $325K | Sell |
1,532
-75
| -5% | -$16.1K | 0.17% | 127 |
|
|
2021
Q4 | $408K | Sell |
1,607
-86
| -5% | -$24.2K | 0.21% | 113 |
|
|
2021
Q3 | $459K | Sell |
1,693
-27
| -2% | -$6.86K | 0.25% | 100 |
|
|
2021
Q2 | $420K | Sell |
1,720
-89
| -5% | -$20.5K | 0.18% | 122 |
|
|
2021
Q1 | $383K | Sell |
1,809
-34
| -2% | -$7.57K | 0.18% | 121 |
|
|
2020
Q4 | $410K | Buy |
1,843
+45
| +3% | +$10.9K | 0.21% | 110 |
|
|
2020
Q3 | $452K | Buy |
1,798
+54
| +3% | +$11.8K | 0.16% | 189 |
|
|
2020
Q2 | $327K | Buy |
1,744
+144
| +9% | +$24.3K | 0.11% | 192 |
|
|
2020
Q1 | $230K | Sell |
1,600
-116
| -7% | -$19.9K | 0.1% | 198 |
|
|
2019
Q4 | $279K | Sell |
1,716
-11
| -0.6% | -$1.72K | 0.08% | 198 |
|
|
2019
Q3 | $256K | Buy |
1,727
+144
| +9% | +$21.9K | 0.07% | 199 |
|
|
2019
Q2 | $240K | Buy |
1,583
+30
| +2% | +$4.7K | 0.06% | 222 |
|
|
2019
Q1 | $246K | Buy |
+1,553
| New | +$241K | 0.05% | 250 |
|
|
2018
Q2 | – | Sell |
-1,125
| Closed | -$131K | – | 446 |
|
|
2018
Q1 | $131K | Buy |
+1,125
| New | +$129K | 0.02% | 316 |
|
|
2016
Q4 | – | Sell |
-3,266
| Closed | -$233K | – | 328 |
|
|
2016
Q3 | $233K | Buy |
+3,266
| New | +$255K | 0.03% | 316 |
|
Other funds holding CRM
Convergence Investment Partners's CRM Position: Q2 2026 in Review
Convergence Investment Partners increased its Salesforce (CRM) stake by 2,840% in Q2 2026, buying an estimated $5.47M and bringing the position to 32,218 shares worth $5.05M. The position accounts for 0.48% of the portfolio, ranked #74.
Convergence Investment Partners first reported a position in CRM in Q3 2016 and has held it in 31 quarters since. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Convergence Investment Partners held 32,218 shares of Salesforce worth $5.05M as of Q2 2026.
- Convergence Investment Partners bought 31,122 Salesforce shares in Q2 2026, an estimated $5.47M.
- Salesforce made up 0.48% of Convergence Investment Partners's portfolio in Q2 2026, its #74 holding.
- Convergence Investment Partners first reported a position in Salesforce in Q3 2016 and has held it in 31 quarters since.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.